The Holidays

Each New Year’s Eve, my family and I share about the year now behind us – gratitude, greatest achievement, biggest lesson, best experience, funniest moment – and we share our outlooks on the new year – goals, hopes, dreams.

Professionally, I do the same. While, I meet weekly with my team to move forward our ROCKS and priorities (determined based on our strategy of Profitable Growth, Client Experience and Great Place to Work), I enjoy reflecting on what we accomplished, didn’t accomplish, learned from or chose to drop/push out. 2017 was another fun, quick and productive year at Smith Brothers. I share with you a few highlights that demonstrate our Helping Others Culture.

We worked with several local charities, contributing tens of thousands of dollars as well as thousands of hours to help kids and families – Kids For Kids CT, My Sisters Place Diaper Drive, Freedom Project’s Education Grant, Backpack Drive YMCA of Southington, The Purple Project, The American Heart Association, and Holiday Bear’s annual holiday giving for kids in need and many more.

Our Services and Products helped thousands of our clients or their employees recover from loss or injury helping them get through difficult times with financial and supporting services – the core of our products and services are there to help people in a time of need – how inspiring and rewarding for us. We recognized milestone birthdays and anniversaries of our team members, supported each other in personal loss, and gave each other high fives and hugs.

20 new people joined our team (combination of new positions and open headcount). Our Company is now over 180 team members across multiple states. Two new companies and their 22 people joined the Smith Brothers Team – KLN (Hartford based Medical Malpractice Insurance) and Widerman & Company (New Jersey based Insurance Brokerage). Earned several industry awards for our commitment to service, quality and overall expertise, including an award from a nationally recognized industry based quality program called PAR for our high level of quality control and service. Seven of our team members retired after rewarding careers helping others in our industry. Quality succession planning and implementation is key for any business and we are working hard to make sure our team members can retire when they chose and our clients and other team members move forward from a place of strength.

We grew through risks, experimenting with innovation and technology, and in our commitment to continuous improvement. We focused on learning and development and team member wellbeing – EDP’s (Employee Development Plans), soft skills training, walking, yoga, meditation/mind clear with our goal to help people manage stress and create capacity at work and at home. I am proud of our team and what we accomplished this year. I believe it is the connection to our Helping Others purpose that creates our ability to deliver a great Client Experience, earn Profitable Growth and be a Great Place To Work. From our Smith Brothers Family to yours – best wishes for a wonderful holiday season and a Happy New Year!

Be Sure!



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